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efta-01741278DOJ Data Set 10Other

EFTA01741278

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DOJ Data Set 10
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efta-01741278
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EFTA Disclosure
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From: Perry Lerner To: Cc: jeffrey E. <jeevacation©gmail.com>, Chris CaIlse Subject: RE: Meeting with Perry Lerner Sent: Monday, November 30, 2015 8:46:35 PM Jeffrey- Several months ago we met to discuss our private placement insurance products. We have recently been approached by several investment groups who are interested in using the PFIC headroom we create as a consequence of our ongoing business. That is, as we write policies, our equity owners can shelter their own investment earnings without becoming subject to current taxation. Please let me know if this subject is still of interest to you. From: Barry J. Cohen [mailto Sent: Monday, September 15, 2014 2:28 PM To: Cc: Jeffrey E.; Perry Lerner; Kimberly Schroeder Subject: Meeting with Perry Lerner Lesley: I mentioned to Jeff this morning that he might appreciate meeting Perry Lerner, CEO of Crown Global, regarding some life insurance ideas he has. Jeff suggested we try to meet next week when he is in NYC. Perry is available 9/22 and 9/24. I will tag along if I can, but I'm not essential to the meeting. I have cc'd my assistant, Kim. What times work best for Jeff? Jeff: Perry thinks you met him 10 years ago on something unrelated. Barry Barr. t, .1p4,11O \litLigunt.nt 9 \Vest 5'th Street, 3-th Flow New York, NY 1O019 C This email and any files transmitted with it are confidential and intended solely for the person or entity to whom they are addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this EFTA_R1_00031171 EFTA01741278 information by persons or entities other than the intended recipient is prohibited. If you have received this email in error please contact the sender and delete the material from any computer. Apollo Global Management, LLC EFTA_R1_00031172 EFTA01741279

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